Wealth management household portal
A household portal where a wealth management firm shares the review packet, document requests, decisions, account transfers and the relationship review.
- Industry
- Financial and Insurance Advisory
- Team
- Client services
- Use case
- Client portals, Documents and evidence
- Tags
- Client reporting
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Household review packet
Page · Embedded on site route /packet · Requires sign-in
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Secure document request list
Page · Embedded on site route /documents · Requires sign-in
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Decision follow-through record
Page · Embedded on site route /decisions · Requires sign-in
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Account opening and transfer checklist
Page · Embedded on site route /accounts · Requires sign-in
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Annual relationship review
Page · Embedded on site route /relationship · Requires sign-in
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Dashboards
App · Client routes: /, /accounts, /decisions, /documents, /onboarding, /packet, /relationship; seller team routes: /team · Requires sign-in
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Tasks
App · Client routes: /decisions · Requires sign-in
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Project Chat
App · Client routes: /files · Requires sign-in
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Forms
App · Client routes: /accounts, /packet · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A client portal for independent wealth management firms serving households. A floating sidebar card leads to the annual review packet, the document request list, decisions and their follow-through, account opening and transfers, the relationship review, files and file requests, and onboarding. The firm keeps a separate team workspace for advisers and client service staff.
- Household home with live account and review blocks
- Review packet shared as a FuseBase page, with a form for household questions
- Document request list with live open-item blocks
- Decisions with tasks and a follow-through record
- Account opening and transfer checklist with approval gates
- Relationship review with live request charts
- Files with project chat, and file requests
- Onboarding checklist
- Firm-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the portal
Open the live demo household home and read the account and review blocks.
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Map your review cycle
Decide which packets, document requests and decisions your households should follow before and after a review.
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Plan client access
In the linked Site only the household home opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Wealth management household portal help me do?
It prepares a household for its annual review and follows through afterwards: review packet, document requests, decisions, account opening and transfers and the relationship review.
Which documents are included?
Five shared FuseBase pages: the household review packet, the secure document request list, the decision follow-through record, the account opening and transfer checklist and the annual relationship review.
How do households send documents?
The Documents to send page lists open requests with live counts, and the File requests page embeds the File Request app for uploads.
Who is this template designed for?
Independent wealth management and advisory firms, for client service teams and advisers working with households.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the packet, documents, decisions, accounts, relationship, files and onboarding pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.